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Going through my archives I came across some great memories. Some building blocks of Timothy Ross & Associates. This is one of the foundation documents that I produced in March 2007 where I summarized the concept of the process that I was building call Omega Stewardship.

This document is in it's raw form, the inside view, the bricks that built the business. ~ TLR

Omega Stewardship ® "Providing the Multi - Family Office Solution"

The Reason

1. Compliance & Disclosure

2. Maintain & Enhance Existing Client Relationships

3. Convert Prospects to Clients

Who, What, When, Why, Where

Omega Stewardship is a brand developed by Timothy L. Ross, a Financial & Tax

Advisor, who has been practicing and serving clients since 1988. Mr. Ross,

created his own designation, Family Advisor, to distinguish himself in a

crowded financial services market.

He has developed several brands, and slogans to enhance and differentiate

his business from others in the industry.

"Where Client Goals Become Our Goals"

"Merchant of Hope & Prosperity"

"Family Advisor"

"Steward of Faith, Hope & Prosperity"

"Helping Families Acheive ... Life's Major Goals"

"Gaurdians of Your Families Wealth"

"Omega Stewardship"

Tim's creative and imaginative mind has been able to take some of the best

of the best ideas and integrate them into a practice standard that allows a

very comprehensive and holistic approach to financial planning. His process

is geared around complete personalization of all key communications with

clients.

Mr. Ross and others in the industry believe that this system will be a boom

for any advisor that has a desire to streamline their client management and

acquisition process. The tools combined with professional competancy will

ensure a successful, profitable, meaningful , well run practice.

Compliance Dream

The system integrates all compliance matters to help reduce litigation and

misunderstanding between advisor and client. The full disclosure engagement

Your compliance officer will sleep well knowing you are providing Omega

Stewardship.

Maintain & Enhance Existing Client Relationships

Omega Stewardship helps to consolidate all parts of a clients financial

plan, current and future. Integrating these matters in a tangible way,

involving the client and advisor in what we call a work in process, the

process is never finished, as life is always evolving and so the financial

plan must as well. Clients become advocates of Omega Stewardship and the

advisor providing this level of quality care and service. The system will

uncover hidden opportunities and the client will see were they need help as

well, it is a work in progress. You will have deeper more satisfying

relationships and you will make a real true impact and difference in your

clients and their families life. You automatically become more referral and

they will become advocates for Omega Stewardship and you as the advisor.

Converting Prospects to Clients

"We have a process, and it makes all the difference" When a prospect sits

down with you and they see you have prepared for the meeting, they know they

are working with a professional who knows her business. When they see what

you have already prepared for them, even before you have done business, they

will know you are serious and they will want to work with you. No one else

will be able to provide what you just offered, it is tangible, they can see

it, touch it, with coaching they will feel it. That will give you an edge

and help convert all the business to your management. It will simply be hard

for them not to give you their business.

We practice Continuous Improvement. Creating efficiencies, documenting processes, procedures and this helps to reduce potential confusion that can occur in a busy family office practice. This helps to raise the bar for the client experience.